RBC · 6 hours ago
Client Associate/Registered Client Associate
Green Bay, WI
Full-time
Onsite
New Grad, Entry LevelRBC Wealth Management is seeking a full-time Registered Client Associate to join their Green Bay Office. The role involves maintaining client relationships, processing account requests, and executing trades for various financial instruments while ensuring confidentiality and compliance standards are met.
BankingFinancial ServicesWealth Management
Responsibilities
Build and maintain professional relationships with clients by assisting them and answering account questions
Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate
Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed
Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH’s in a timely manner
Maintain confidentiality in accordance with RBC’s Code of Conduct
Qualification
Required
Bachelor's degree or job-related experience
Strong soft skills including verbal and written communication, people, organizational, and client service skills
Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
Series 7 and 66 (or 63/65) licenses
Ability to adapt to a rapidly changing business and technology environment
Preferred
Current FINRA registrations
Financial services experience
Benefits
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
Opportunities to do challenging work
Opportunities to take on progressively greater accountabilities
Access to a variety of job opportunities across business
Company
RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
Founded in 1864
10001+ employees
H1B Sponsorship
RBC has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (29)
2024 (17)
2023 (3)
2022 (4)
2021 (1)
2020 (2)
Funding
Current Stage
Public CompanyTotal Funding
$16.3B2025-10-30Post Ipo Debt· $5B
2025-09-15Post Ipo Debt· $1.35B
2025-07-10Post Ipo Debt· $177.74M
Leadership Team
Graeme Hepworth
Chief Risk Officer
Kelly Bradley
Chief Human Resources Officer
Recent News
2026-01-22
Qatar Tribune
2026-01-21
Company data provided by crunchbase